Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
“Each year, the best-performing E&P stocks are typically those that had a large multiple expansion. When we discuss multiples, we are referencing an EV/ PDP ratio, which essentially describes what an investor believes a company’s undrilled inventory/land is worth . By looking at only this undrilled land value, we can isolate a key component of a company’s EV and the most arbitrary value from a consensus/investor point of view.
With this is mind, I’ll ignore my usual policy of not featuring individual stocks in this post and relate Citi analyst Atif Malik’s view of Nvidia’s results, “NVDA reported “beat and raise” results with Jul-Q sales of $30B towards high-end of $29-$30B and Oct-Q guide of $32.5B at the mid-point of $32-33B expectations. Management sounded confident in Blackwell ramp with production in the Oct-Q and several billion sales in the Jan-Q. However, the impact of higher H200/HBM mix lowers gross margins in the next two quarters. Net-net, our Jan-Q EPS is unchanged and we maintain above consensus FY26/27 EPS.
“The style leadership is quite different in Canada. Our Top 30 Value portfolio is the sole style in positive territory this month, on the back of solid Financials/Real Estate leadership . If top ranked Growth, Momentum, and Quality are still outperforming their bottom ranked peers, they’ve been lagging the TSX by a wide margin.
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